EU market situation for eggs and poultry …...EU market situation for Eggs and Poultry Man Com 15 December 2011 2 Weekly evolution of the Community price for Broiler 135 145 155 165

EU market situation foreggs and poultry

Management Committee

15 December 2011

EU market situation for Eggs and Poultry Man Com 15 December 2011 2

Weekly evolution of the Community price for Broiler

135

145

155

165

175

185

1 4 7 10 13 16 19 22 25 28 31 34 37 4 43 46 49 52

€uro

/ 10

0kg

Avg 06 - 10 2008 2009 2010 2011


Percentual change of Broiler prices November 2011

-10,0%

-5,0%

0,0%

5,0%

10,0%

15,0%

20,0%

BE BG CZ DK DE EE EL ES FR IE IT CY LV LT HU MT NL ÖS PL PT RO SI SK SF SV UK EU

- 1 year

- 1 month


Prix des Matières Premières 2008 - 2011

50

100

150

200

250

300

350

Juil Oct Jan 09 April Juil Oct Jan 10 April Juil Oct Jan-11 April Juil Oct Jan-12

Euro

/ ton

ne

Blé tendre (EU)

Orge (EU)

Maïs (EU)

Soja (CAF)

Sons de blé (EU)

Manioc (CAF)

C.G.F. (CAF)


Futures for Feed wheat EU (Euronext) (Nearby = 2010 & 2011)

80

110

140

170

200

| July2010

| Aug | Sep | Oct | Nov | Dec | Jan2011

| Feb | Mrch | Apr | May | June | July | Aug | Sep | Oct | Nov | Dec |

€uro

/ Ton

n

01 Nearby

2011 Nov

2012 Jan

2012 May

2012 Nov


Futures for Maize EU (Euronext) (Nearby = 2010 - 2011)

110

130

150

170

190

210

230

| July2010


| Feb | Mch | Apr | May | Jun | July | Aug | Sep | Oct | Nov | Dec |

€/T

onn

01 Nearby

2011 Nov

2012 Mar

2012 Jun

Delivery:


Futures for Soybeans in US$ct/ Bushel (nearby = 2010 & 2011)

850

1.000

1.150

1.300

1.450

| July2010


| Feb | Mch | Apr | May | Jun | July | Aug. | Sept. | Oct. | Nov. | Dec. |

01 Nearby

2011 Sep

2011 Nov

2012 Mar

2012 Jul

Delivery:


Price development of Compound feed for Broilers, a Broiler Cereal-Feedmix and Broiler price

0

50

100

150

200

250

300

350

| 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 |

Euro/ T (feed)

Euro/ 100kg (Broiler)

margin broiler/ comp feed (2.7)Cereal-mix

Compound feedBroilerAvg. Margin 2001 - 2010

NB: Sep - Oct. forecast Nov - Dec :. estimations


Experts EU production forecast 2012

3 000

5 500

8 000

10 500

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012

Tho

usan

d T

ons

Poultry Eggs for Consumption Total Eggs

Poultry: -0,8%Eggs Cons: +0,1%Eggs Hatch: +1,5%Eggs Total: +0,2%


Placings of Broiler chicks (1 000 pieces)compared to the monthly trend

(basis 2006 - 2009)

0

100 000

200 000

300 000

400 000

500 000

| 2006 | 2007 | 2008 | 2009 | 2010 | 2011 |


Production forecast of Broilers.In Tonn

0

150 000

300 000

450 000

600 000

750 000

| 2006 | 2007 | 2008 | 2009 | 2010 | 2011 |

0

50

100

150

200

250

Price €uro/ 100kg


Experts production forecast of Poultry Meat: (2012 EU: - 0.8%)

0

250

500

750

1000

1250

1500

1750

UEBLBG CZ DK DE EE EL ES FR IE IT CY LV LT HU MT NL AT PL PT RO SI SK FI S E UK

1000

T

2009

2010

2011

2012

DE: +4,0% FR:

+0.5%

HU: +2,2%

ES:+1.6%

UK: -2,7%

IT: -0%


IMPORT

Compared

tonnes % tonnes % tonnes % tonnes % tonnes % to Jan-Sep 10

Brazil 671 862 78.3% 679 469 76.3% 659 368 75.3% 581 391 72.4% 434 718 70.8% + 2%

Thailand 129 434 15.1% 146 882 16.5% 141 524 16.2% 149 682 18.6% 116 775 19.0% + 7%

Chile 16 923 2.0% 34 718 3.9% 39 022 4.5% 34 276 4.3% 32 195 5.2% + 22%

Argentina 25 855 3.0% 20 416 2.3% 20 576 2.3% 15 760 2.0% 11 281 1.8% - 4%

China 228 0.0% 15 0.0% 5 690 0.6% 9 997 1.2% 10 231 1.7% + 57%

Israel 9 079 1.1% 6 252 0.7% 5 470 0.6% 7 249 0.9% 4 953 0.8% - 10%

Croatia 1 772 0.2% 1 884 0.2% 2 295 0.3% 2 650 0.3% 2 011 0.3% + 2%

USA 240 0.0% 393 0.0% 386 0.0% 439 0.1% 80 0.0% - 81%

Uruguay 230 0.0% 109 0.0% 98 0.0% 2 0.0% 7 0.0% +++

EXTRA EU 25/27 858 010 891 087 875 886 803 120 613 842

% change + 4% - 2% - 8% + 4.6%

2007 2008 2009 Jan-Sep 112010

Import of Poultrymeat from selected origins


Imports of selected Poultry productsImports of selected Poultry productsImports of selected Poultry productsImports of selected Poultry products

0

10 000

20 000

30 000

40 000

50 000

60 000

70 000

80 000

90 000

100 000

|

Jan

06

2006 |

Jan

07

2007 |

Jan

08

2008 |

Jan

09

2009 |

Jan

10

2010 |

Jan

11

2011 |

Jan

12

in Tonnes cwe

in Tonnes cwe

in Tonnes cwe

in Tonnes cwe

FROZEN PREPARED SALTED OTHERS


IMPORTS of Poultry Meat into EU IMPORTS of Poultry Meat into EU IMPORTS of Poultry Meat into EU IMPORTS of Poultry Meat into EU

(Tonnes cwe)(Tonnes cwe)(Tonnes cwe)(Tonnes cwe)

497 372497 372497 372497 372424 287424 287424 287424 287 434 718434 718434 718434 718

105 179105 179105 179105 179

109 100109 100109 100109 100 116 775116 775116 775116 775

3 782

660 010660 010660 010660 010

587 066587 066587 066587 066613 842613 842613 842613 842

0

100 000

200 000

300 000

400 000

500 000

600 000

700 000

Jan-Sep 09Jan-Sep 09Jan-Sep 09Jan-Sep 09 Jan-Sep 10Jan-Sep 10Jan-Sep 10Jan-Sep 10 Jan-Sep 11Jan-Sep 11Jan-Sep 11Jan-Sep 11

Tonnes cw

Tonnes cw

Tonnes cw

Tonnes cw

Brazil Thailand Israel

Chile Argentina Other destinations

IMPORTS of Poultry Meat into EU IMPORTS of Poultry Meat into EU IMPORTS of Poultry Meat into EU IMPORTS of Poultry Meat into EU

(1000 EUR)(1000 EUR)(1000 EUR)(1000 EUR)

851 332851 332851 332851 332 842 277842 277842 277842 277 923 727923 727923 727923 727

418 348418 348418 348418 348 433 470433 470433 470433 470499 593499 593499 593499 593

1 401 5111 401 5111 401 5111 401 511 1 422 4211 422 4211 422 4211 422 421

1 601 4211 601 4211 601 4211 601 421

0

200 000

400 000

600 000

800 000

1 000 000

1 200 000

1 400 000

1 600 000

1 800 000


1000100010001000

EUREUREUREUR

Brazil Thailand Israel

Chile Argentina Other destinations

EU Poultrymeat Import


EXPORT

Compared


Hong Kong 64 695 7.5% 58 669 6.0% 88 357 8.7% 151 529 12.0% 144 802 14.0% + 40%

Saudi Arabia 79 345 9.1% 95 132 9.7% 97 485 9.6% 118 010 9.3% 112 266 10.9% + 38%

Benin 64 408 7.4% 83 405 8.5% 84 885 8.4% 115 022 9.1% 91 054 8.8% + 9%

Russia 244 384 28.2% 230 113 23.4% 227 555 22.4% 245 429 19.4% 86 205 8.3% - 54%

Ukraine 28 412 3.3% 112 443 11.4% 89 314 8.8% 86 028 6.8% 56 370 5.4% - 7%

Ghana 29 324 3.4% 31 530 3.2% 28 689 2.8% 41 094 3.3% 50 336 4.9% + 70%

Yemen 26 795 3.1% 26 673 2.7% 36 331 3.6% 39 628 3.1% 27 804 2.7% - 9%

Sw itzerland 27 490 3.2% 28 201 2.9% 28 111 2.8% 29 804 2.4% 21 862 2.1% + 0%

Vietnam 16 144 1.9% 39 488 4.0% 39 971 3.9% 31 661 2.5% 22 481 2.2% - 15%

Congo (Dem. Rep.) 23 872 2.8% 21 386 2.2% 20 893 2.1% 27 748 2.2% 21 294 2.1% + 22%

U.A.Emirates 17 480 2.0% 25 858 2.6% 24 429 2.4% 20 231 1.6% 17 011 1.6% + 16%

Malaysia 26 300 3.0% 17 888 1.8% 22 676 2.2% 25 895 2.0% 13 461 1.3% - 23%

EXTRA EU 25/27 867 213 982 285 1 015 639 1 264 120 1 034 373

% change + 13% + 3% + 24% + 15.2%

2007 2008 2009 Jan-Sep 112010

Export of Poultrymeat to selected destinations


Exports of selected Poultry products

0

20 000

40 000

60 000

80 000

100 000

120 000

140 000

|

Jan

06

2006 |

Jan

07

2007 |

Jan

08

2008 |

Jan

09

2009 |

Jan

10

2010 |

Jan

11

2011 |

Jan

12

inininin

TonnesTonnesTonnesTonnes

cwecwecwecwe

FROZEN PREPARED FRESH OTHERS


EU EXPORTS of Poultry Meat EU EXPORTS of Poultry Meat EU EXPORTS of Poultry Meat EU EXPORTS of Poultry Meat

(Tonnes cwe)(Tonnes cwe)(Tonnes cwe)(Tonnes cwe)

148 237148 237148 237148 237 185 813185 813185 813185 81386 20586 20586 20586 205

74 98074 98074 98074 98081 42481 42481 42481 424

112 266112 266112 266112 266

56 37056 37056 37056 370

60 56460 56460 56460 56483 37083 37083 37083 370

91 05491 05491 05491 054

55 89755 89755 89755 897

103 461103 461103 461103 461144 802144 802144 802144 802

317 375317 375317 375317 375

383 822383 822383 822383 822543 675543 675543 675543 675

60 36860 36860 36860 368

726 579726 579726 579726 579

898 258898 258898 258898 258

1 034 3731 034 3731 034 3731 034 373

0

200 000

400 000

600 000

800 000

1 000 000

1 200 000


Tonnes cw

Tonnes cw

Tonnes cw

Tonnes cw

Russia Saudi Arabia Ukraine

Benin Hong Kong Other destinations

EU EXPORTS of Poultry Meat EU EXPORTS of Poultry Meat EU EXPORTS of Poultry Meat EU EXPORTS of Poultry Meat

(1000 EUR)(1000 EUR)(1000 EUR)(1000 EUR)

118 624118 624118 624118 624197 516197 516197 516197 516

103 974103 974103 974103 974

75 23075 23075 23075 230

100 634100 634100 634100 634168 715168 715168 715168 715

53 62653 62653 62653 62667 93267 93267 93267 932

90 80590 80590 80590 805 109 566109 566109 566109 566

96 28796 28796 28796 287 124 247124 247124 247124 247

499 658499 658499 658499 658

583 061583 061583 061583 061

765 203765 203765 203765 203

52 42752 42752 42752 427

875 621875 621875 621875 621

1 120 7291 120 7291 120 7291 120 729

1 325 3311 325 3311 325 3311 325 331

0

200 000

400 000

600 000

800 000

1 000 000

1 200 000

1 400 000

Jan-Sep 09 Jan-Sep 10 Jan-Sep 11

1000100010001000

EUREUREUREUR

Russia Saudi Arabia Ukraine

Benin Hong Kong Other destinations

EU Poultrymeat Export


302277 292

310

371

676

794

480

614 616

858891 876

803

614

1 017

1 101 1 1161 153

1 114

1 275

1 0631 046

997 997

867

9821 016

1 264

1 034

0

200

400

600

800

1 000

1 200

1 400

1 600

1997199719971997 1998199819981998 1999199919991999 2000200020002000 2001200120012001 2002200220022002 2003200320032003 2004200420042004 2005200520052005 2006200620062006 2007200720072007 2008200820082008 2009200920092009 2010201020102010 Jan-Jan-Jan-Jan-

SepSepSepSep

11111111

in 1000 Tonnes cwe

IMPORTS EXPORTS

EU Poultrymeat Trade Balance


Cumulated quantity of weekly requests

for Export licenses in the Poultrymeat sectorfor Gatt year 2011 - 2012.

0

50 000

100 000

150 000

200 000

250 000

300 000

350 000

400 000

1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51w eek

tonn

es

Cumulated attributions

Average available


€uro Exchange rate €uro Exchange rate €uro Exchange rate €uro Exchange rate 1 Euro = . . . . .…US$ / BRZ Real/ 10 Rupee1 Euro = . . . . .…US$ / BRZ Real/ 10 Rupee1 Euro = . . . . .…US$ / BRZ Real/ 10 Rupee1 Euro = . . . . .…US$ / BRZ Real/ 10 Rupee

1

3

5

7

I 2004 I 2005 I 2006 I 2007 I 2008 I 2009 I 2010 I 2011 I

source:http://europa.eu.int/comm/budget/inforeuro/fr/index.htm

India RBRZ RealUSA $


Weekly Poultry prices in Brazil (IEA Sao Paolo), USA and EU

50

75

100

125

150

175

| Year 2008 | Year 2009 | Year 2010 | Year 2011 |

€uro

/ 10

0k

g

EU Vol Frango US Vol


Weekly evolution of the Community price for Eggs for Consumption

85

95

105

115

125

135

145

1 4 7 10 13 16 19 22 25 28 31 34 37 40 43 46 49 52

Price

Pack

ers station

€uro

/ 10

0kg

Avg 06 - 10 2008 2009 2010 2011


Percentual change of Egg prices November 2011

-10,0%

0,0%

10,0%

20,0%

30,0%

40,0%

50,0%

BE BG CZ DK DE EE EL ES FR IE IT CY LV LT HU MT NL ÖS PL PT RO SI SK SF SV UK EU

- 1 year

- 1 month


Urner Barry's Price for Eggs for Breaking

0

20

40

60

80

100

120

1 4 7 10 13 16 19 22 25 28 31 34 37 40 43 46 49 52

€uro

/ 100

kg

EU Low EU High Eggs for Consumption US High

83% increase for Breaking Eggs from week 1 to week 4920% increase for Eggs for Consumption in the same p eriodPrice increase in Breaking Eggs is faster than the increase in Eggs for Consumption


Remainder between feedcost and Eggprice in Egg production

0

20

40

60

80

100

120

140

0 01 02 03 04 05 06 07 08 09 10 ja fe mr ap ma jn jl au se oc no de

Eur

o/ 100kg

marge

feed

egg

Avg Margin


Placings of Laying chicks (1 000 pieces)compared to the monthly trend

(basis 2006 - 2009)

0

7 500

15 000

22 500

30 000

37 500

| 2006 | 2007 | 2008 | 2009 | 2010 | 2011 |


Experts production forecast of Eggs for consumption EU 2012 = 6 464Th.t (+0,1%)

0

200

400

600

800

BE BG CZ DK DE EE EL ES FR IE IT CY LV LT HU MT NL AT PL PT RO SI SK FI SE U K

1000

T

2009 2010 2011 2012

DE +10,5%

IT -0,7%

FR +1,9%

UK +1.6%

HU -3,6%

ES -9,9%


Compared


Argentina 8 318 18.6% 6 164 27.0% 7 899 26.0% 7 888 25.2% 5 110 39.9% - 15%

USA 17 040 38.1% 4 245 18.6% 11 165 36.7% 13 439 42.9% 4 118 32.1% - 66%

India 12 012 26.9% 6 593 28.9% 5 776 19.0% 3 211 10.2% 1 148 9.0% - 58%

Israel 911 2.0% 646 2.8% 711 2.3% 941 3.0% 530 4.1% - 33%

Albania 2 077 4.6% 2 209 9.7% 1 659 5.5% 3 208 10.2% 496 3.9% - 83%

Mexico 1 762 3.9% 2 002 8.8% 1 893 6.2% 1 425 4.5% 194 1.5% - 84%

Canada 786 1.8% 1 0.0% 33 0.1% 2 0.0% 0 0.0%

Brazil 30 0.1% 64 0.3% 67 0.2% 0 0.0% 0 0.0%

EXTRA EU 25/27 44 732 22 850 30 409 31 356 12 821

% change - 49% + 33% + 3% - 53.5%

2007 2008 2009 Jan-Sep 112010

EU Imports of Eggs:Trade Figures (Comext – tonnes egg equiv.)


EU Egg ImportsEU IMPORTS of EGGS (Tonnes eggs equiv)

7 4977 4977 4977 497

11 97211 97211 97211 972

4 1184 1184 1184 118

6 3766 3766 3766 376

5 9875 9875 9875 987

5 1105 1105 1105 110

4 8384 8384 8384 838

2 7412 7412 7412 741

1 1481 1481 1481 148

2 8352 8352 8352 835

3 9253 9253 9253 925

1 9491 9491 9491 949

22 37322 37322 37322 373

27 56027 56027 56027 560

12 82112 82112 82112 821

0

5 000

10 000

15 000

20 000

25 000

30 000


USA Argentina

India Canada

Albania Other destinations

EU IMPORTS of EGGS (1000 EUR)

7 8137 8137 8137 813

11 58311 58311 58311 5838 5418 5418 5418 541

5 6635 6635 6635 663

4 7494 7494 7494 749

3 8703 8703 8703 870

4 7614 7614 7614 761

2 9242 9242 9242 924

1 1651 1651 1651 165

2 0992 0992 0992 099

2 0232 0232 0232 023

21 04621 04621 04621 046

23 89723 89723 89723 897

15 89315 89315 89315 893

0

5 000

10 000

15 000

20 000

25 000

30 000


USA ArgentinaIndia CanadaAlbania Other destinations


EU-27 Imports of selected EGGS products

0

1 000

2 000

3 000

4 000

5 000

6 000

7 000

8 000

|

Jan

06

2006 |

Jan

07

2007 |

Jan

08

2008 |

Jan

09

2009 |

Jan

10

2010 |

Jan

11

2011 |

Jan

12

in Tonnes egg

equiv.

FRESH Albumin Not In Shell Yolk Haching


Compared


Japan 51 045 31% 62 254 33% 47 238 31% 52 923 29% 52 458 32% + 35%

Switzerland 41 578 25% 44 229 24% 43 499 29% 45 107 25% 31 557 19% - 8%

Angola 3 185 2% 4 049 2% 4 019 3% 10 227 6% 14 235 9% + 144%

U.A.Emirates 4 812 3% 9 436 5% 2 664 2% 5 864 3% 5 706 3% + 70%

Taiwan 4 607 3% 4 624 2% 2 868 2% 7 145 4% 6 001 4% + 21%

Thailand 8 274 5% 6 190 3% 4 068 3% 6 180 3% 5 138 3% + 13%

Russia 7 076 4% 7 113 4% 4 360 3% 5 293 3% 3 430 2% + 11%

Ukraine 8 562 5% 7 250 4% 4 304 3% 5 693 3% 3 201 2% - 4%

South Korea 2 828 2% 1 859 1% 1 948 1% 2 495 1% 2 774 2% + 39%

Israel 4 639 3% 6 002 3% 3 398 2% 1 308 1% 2 136 1% +++

Norway 2 958 2% 1 805 1% 963 1% 570 0% 882 1% + 111%

Libya 25 0% 0 0% 40 0% 201 0% 0 0% - 100%

EXTRA EU 25/27 166 841 187 209 150 173 181 682 164 046

% change + 12% - 20% + 21% + 29.8%

2007 2008 2009 Jan-Sep 112010

EU Exports of Eggs:Trade Figures (Comext – tonnes egg equiv.)


EU EXPORTS of EGGS (Tonnes eggs equiv)

37 74837 74837 74837 748 38 89138 89138 89138 89152 45852 45852 45852 458

32 28332 28332 28332 283 34 17734 17734 17734 177

31 55731 55731 55731 557

36 28236 28236 28236 28243 48143 48143 48143 481

67 69467 69467 69467 694114 255114 255114 255114 255

126 356126 356126 356126 356

164 046164 046164 046164 046

0

20 000

40 000

60 000

80 000

100 000

120 000

140 000

160 000

180 000


Japan Switzerland Russia

Ukraine U.A.Emirates Other destinations

EU EXPORTS of EGGS (1000 EUR)

28 85628 85628 85628 856 27 36427 36427 36427 364 35 06135 06135 06135 061

47 21147 21147 21147 211 49 04149 04149 04149 04142 33442 33442 33442 334

38 73038 73038 73038 730 42 30142 30142 30142 301

66 13366 13366 13366 133

122 527122 527122 527122 527127 849127 849127 849127 849

154 540154 540154 540154 540

0

20 000

40 000

60 000

80 000

100 000

120 000

140 000

160 000

180 000


Japan Switzerland Russia

Ukraine U.A.Emirates Other destinations

EU Egg Exports


EU-27 Exports of selected EGGS products

0

5 000

10 000

15 000

20 000

25 000

30 000

|

Jan

06

2006 |

Jan

07

2007 |

Jan

08

2008 |

Jan

09

2009 |

Jan

10

2010 |

Jan

11

2011 |

Jan

12

in Tonnes egg in Tonnes egg in Tonnes egg in Tonnes egg

equiv.equiv.equiv.equiv.

FRESH Albumin Not In Shell Yolk Haching


1018

2318 17

27

16

30

69

2530

3945

2330 31

13

144

164

186

209

231

201 205

191

142

198 198202

167

187

150

182

164

0

25

50

75

100

125

150

175

200

225

250

275

1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 Jan-

Sep

11

in 1000 TonnesIMPORTS EXPORTS

EU Egg Trade Balance


Cumulated quantity of weekly requests

for Export licenses in the Egg sector

for Gatt year 2011 - 2012.

0

20000

40000

60000

80000

100000

1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53w eek

tonn

es

Average available

Cumulated attributions


Weekly Egg prices in Brazil (IEA Sao Paolo), USA and EU

40

65

90

115

140

| Year 2008 | Year 2009 | Year 2010 | Year 2011 |

€uro

/ 10

0k

g

EU Egg Ovo tipo grande branco US Egg

Documents

EU market situation for eggs and poultry …...EU market situation for Eggs and Poultry Man Com 15 December 2011 2 Weekly evolution of the Community price for Broiler 135 145 155 165